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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $613,739 | $97,732+528.0% | $83,831+632.1% | $135,380+353.3% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | 22.68% | 1287.56%-1264.9pp | 850.99%-828.3pp | 519.81%-497.1pp |
| Employer contribution / active EE | $6,257 | $4,222+48.2% | $3,631+72.3% | $4,779+30.9% |
| Participant deferral / active EE | $1,235 | $4,683-73.6% | $4,082-69.7% | $5,609-78.0% |
| Admin fee / account holder | $12,735 | $6,675+90.8% | $5,479+132.4% | $10,828+17.6% |